Azelis Group N.v. · EURONEXT:AZE

Azelis — Q3 2026 Earnings Presentation

14 slides from Azelis's earnings presentation, Oct 22, 2026

  1. Slide 1: Q3 2026 Update

    Q3 2026 Update 22 October 2026

  2. Slide 2: Agenda

    Agenda • Key developments & business update • Financial performance • Outlook • Q&A Anna Bertona Boris Cambon -Lalanne Group CEO Group CFO Q3 2026 update | 22 October 2026

  3. Slide 3: Disclaimer

    Disclaimer • This document may contain statements relevant to Azelis Group NV (the “Company”) and/or its affiliated companies (collectively “Azelis” or the “Azelis Group”) which are not historical facts and are hereby identified as “forward -looking statements” . Such forward -looking statements inc

  4. Slide 4: Key developments & business update

    Key developments & business update Q3 2026 update | 22 October 2026

  5. Slide 5: Continued organic growth momentum in Q3

    Continued organic growth momentum in Q3 Solid organic revenue growth driven by 1 high single -digit increase in EMEA and Americas, high double -digit in APAC 14.3% organic adjusted EBITA growth and 2 219bp conversion margin expansion confirms operating leverage Targeted investments in working capita

  6. Slide 6: Q3 2026 results highlights

    Q3 2026 results highlights Headline results Organic revenue drivers Positives: €1.1bn Group revenue 1. Positive pricing dynamics across all regions and +8.5% in cc; 8.2% organic volume growth in some end markets 2. Strong momentum in Personal Care across all regions driven by strong volume growth an

  7. Slide 7: Financial performance

    Financial performance Q3 2026 update | 22 October 2026

  8. Slide 8: Higher organic drop through in EBITA reflects cost discipline

    Higher organic drop through in EBITA reflects cost discipline Azelis Group highlights Reported Constant Q3 2026 Q3 2025 Adjusted EBITA evolution change currency (EUR m) Life Sciences 671 652 3.1% 1.5% 9.7% 10.2% Industrial Chemicals 451 363 24.1% 21.0% Group revenue 1,122 1,015 10.6% 8.5% Gross prof

  9. Slide 9: Strong trends across all regions

    Strong trends across all regions EMEA Americas Asia Pacific Adjusted EBITA margin Adjusted EBITA margin Adjusted EBITA margin 11.4% 11.2% 10.8% 11.8% 8.4 % 9.5 % Revenue (EUR m) Revenue (EUR m) Revenue (EUR m) 34 3 5 499 457 15 405 29 0 361 20 0 1 218 197 Q3 25 organic M&A FX Q3 26 Q3 25 organic M&A

  10. Slide 10: Headline growth breakdown Q3 and 9M 2026

    Headline growth breakdown Q3 and 9M 2026 Organic Total F/X M&A growth Organic Total Q3 2026 Q3 2025 (in millions of €) 9M 2026 9M 2025 growth growth translation contribution growth growth 499 457 7.5% 9.2% EMEA 1,489 1,436 0.0% 4.5% -0.8% 3.7% 405 361 8.0% 12.3% Americas 1,153 1,120 -1.3% 0.0% 4.1%

  11. Slide 11: Higher working capital reflecting positive momentum

    Higher working capital reflecting positive momentum EUR million Receivables Inventory Payables FCF conversion ratio NWC/ 15.9% 15.3% 14.1% 13.9% 16.0% 17.2% - 46 11 58.6% Revenue* 125 683 715 114 678 610 600 588 - 10 -2 496 521 541 607 567 440 67 -487 -469 -438 -560 -529 -596 2024 2025 Sep 2025 2026

  12. Slide 12: Outlook

    Outlook Q3 2026 update | 22 October 2026

  13. Slide 13: Near term and medium term outlook

    Near term • On track to achieve positive adjusted EBITA growth for the full year • Lower leverage driven by working capital normalisation and EBITA growth • Continued volatility as geopolitical tensions persist Medium term • Speciality chemical and food ingredient distribution market remains structu

  14. Slide 14: Innovation through formulation

    Innovation through formulation

Azelis Group — Q3 2026 Earnings Presentation on 6ix